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Nine Lessons to Be Learned From the Hilton Family Trust Contest

Contributors Featured Insurance Money Retirement Taxes
This article discusses the contest of Barron Hilton’s family trust, which centers on changes made by Barron Hilton after the death of his wife, Marilyn. Barron gave 97% ...
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YOUR MONEY Some retirement savers can still get a ‘special tax credit,’ IRS says — but most don’t claim it

Featured Retirement Taxes
Some retirement savers can still snag an extra tax incentive for 2023. However, most eligible filers don’t claim it, according to the IRS. The retirement savings contribution credit, or “saver’s ...
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7 Low-Risk Investments With High Returns for Retirees

Annuities Contributors Featured Retirement
The S&P 500 is up 15.4% in the three months ending Jan. 23, while both inflation and mortgage lending rates seem to be coming down. Yet household costs remain high ...
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The 4% Retirement Rule Is Just a Starting Point

Contributors Featured Income Retirement
Ivanna Hampton: New retirees could kick off their golden years with a familiar number, 4%. A trio of Morningstar researchers analyzed starting safe withdrawal rates from an investment ...
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House Republican budget calls for raising the retirement age for Social Security

Advisors Contributors Retirement Social Security
WASHINGTON — A new budget by a large and influential group of House Republicans calls for raising the Social Security retirement age for future retirees and restructuring Medicare. ...
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Americans have poor understanding of retirement income planning

Featured Income Retirement Taxes
Most respondents to a new study by the American College of Financial Services had a poor understanding of how to plan for the finances they will need in retirement. Results ...
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To save Social Security, they may come for your 401(k)

Contributors Featured Retirement Social Security Taxes
It looks like we had better ramp up our 401(k) and IRA contributions to the absolute max while we still can, folks. That means a full $30,000 this ...
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A 10-Year Checklist For Retirement Planning

Contributors Featured Retirement
Are you ready to retire? By 2030, one out of five Americans will be retirement age. Every Baby Boomer will be over 65, and the vanguard of Generation X ...
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A New Bill Aims to Fix Social Security by Eliminating Taxes on Benefits

Contributors Featured Income Retirement Social Security Taxes
Asmall group of lawmakers wants to eliminate taxes on Social Security benefits as part of a proposal they claim could help fund the flagging program. Rep. Angie Craig, ...
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How a Fixed Index Annuity Can Manage Retirement Income Risks

Annuities Contributors Featured Income News Retirement
Good retirement income planning involves adjusting to circumstances and evaluating innovative products. Consider an FIA to manage downside risk. Just like other types of annuities, you purchase an FIA ...
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